Tax Zone Legacy Report

  • Updated on Mar 27, 2026
  • Published on Feb 19, 2026
  • 3 minute(s) read
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Overview

This report provides an overview of posted and exported invoices created within the report date range.

Common uses for this report

  • Use this report to view tax zones, totals, non-taxable sales, taxable sales, taxes owed, and taxes collected.

Things to know

How to find this report

  1. Click Reports in the main navigation menu.

  2. On the Reports screen that opens, click Legacy Reports.

  3. In the Search field, search for Tax Zone.

  4. Click the report name. Then you will be able to set filters and run the report.

Search interface for reports with a focus on the 'Tax Zone' entry.

Report filters

Tax Zone Reports interface with filters for business unit, customer type, and date range.

Business Unit

Filter by business unit. This report can be run by a single business unit or all business units.

Customer Type

Filter by customer type. This report can be run by taxable, non-taxable, or all customer types.

Date Range

Filter by date range. Use the From and To fields to set a custom date range.

View or download the report

Click Update to view the report.

Button labeled 'Update' for submitting changes or refreshing content on a webpage.

The report can be downloaded in three different formats:

  • Download PDF

  • Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)

  • Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)

Options to export data in Excel or CSV formats from the document.

Explanation of report columns

Summary of sales and tax information for Unspecified and Glendale tax zones.

The report includes the following columns:

Column

Description

Tax Zone
                   

Tax zone name on the invoice.

Note: If there is a membership item on the invoice, the tax zone will populate for the location the membership is attached to. If there is no membership item on the invoice, the tax zone will populate for the service location.

To set tax zones, navigate to Settings > Invoicing > Tax Zones > Add Tax Zone.                  

Total
                   

Total dollar amount for all invoice items, based on tax zone. This is the sum of all invoice totals for taxable and non-taxable sales.                    

Non-Taxable Sales

Sales that are not taxed. This is the sum of non-taxable invoice items.                    

Taxable Sales

Sales that are taxed. This is the sum of taxable invoice items.

To set sales as taxable, navigate to Settings > Pricebook > Services/Materials/Equipment > Details tab > Taxable.

Tax Owned

The amount of sales tax (tax liability) owed to the government. Some states require businesses to pay sales tax once a payment is applied to an invoice. Tax owed will display the total dollar amount of sales tax owed on each invoice, whether a payment has been applied to the invoice, and the dates and amounts of payments made on the invoice.

To set sales as taxable, navigate to Settings  > Pricebook > Services/Materials/Equipment > Details tab > Taxable.

To set tax rates, navigate to Settings > Invoicing > Tax Zones > Add Tax Zone  > Tax Rate.

Tax Collected

The amount of sales tax on the invoice that was charged to the customer.                  

Explanation of report totals

Summary of sales and tax information including total, non-taxable, and taxable sales.

Total

Description

Total

Total is calculated by taking the sum of the entire column.                    

Non-Taxable Sales

Non-Taxable Sales is calculated by taking the sum of the entire column.                  

Taxable Sales

Taxable Sales is calculated by taking the sum of the entire column.                  

Taxes Owned

Taxes Owed is calculated by taking the sum of the entire column.                  

Taxes Collected

Taxes Collected is calculated by taking the sum of the entire column.                    

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